Filed January 15, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,729 | $67,602+20.9% | $82,312-0.7% | $70,126+16.5% |
| Participation rate | 58.3% | 72.8%-14.4pp | 76.9%-18.6pp | 69.5%-11.2pp |
| Annual return | 15.90% | 21.57%-5.7pp | 25.88%-10.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $375 | $1,755-78.7% | $2,428-84.6% | $2,343-84.0% |
| Participant deferral / active EE | $2,609 | $2,987-12.7% | $3,706-29.6% | $3,332-21.7% |
| Admin fee / account holder | $1,240 | $4,512-72.5% | $5,608-77.9% | $4,645-73.3% |